RWA Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $381K | Sell |
3,368
-136
| -4% | -$14.7K | ﹤0.01% | 495 |
|
|
2025
Q4 | $348K | Buy |
3,504
+234
| +7% | +$23.2K | ﹤0.01% | 498 |
|
|
2025
Q3 | $329K | Sell |
3,270
-132
| -4% | -$13.2K | ﹤0.01% | 514 |
|
|
2025
Q2 | $341K | Sell |
3,402
-1,625
| -32% | -$172K | ﹤0.01% | 490 |
|
|
2025
Q1 | $556K | Sell |
5,027
-847
| -14% | -$83.1K | 0.01% | 397 |
|
|
2024
Q4 | $524K | Sell |
5,874
-5,195
| -47% | -$512K | 0.01% | 410 |
|
|
2024
Q3 | $1.15M | Buy |
11,069
+1,969
| +22% | +$195K | 0.01% | 306 |
|
|
2024
Q2 | $814K | Hold |
9,100
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $826K | Sell |
9,100
-7
| -0.1% | -$628 | 0.01% | 333 |
|
|
2023
Q4 | $828K | Sell |
9,107
-2,087
| -19% | -$186K | 0.01% | 312 |
|
|
2023
Q3 | $957K | Buy |
11,194
+2,102
| +23% | +$191K | 0.02% | 197 |
|
|
2023
Q2 | $822K | Sell |
9,092
-2,102
| -19% | -$201K | 0.02% | 180 |
|
|
2023
Q1 | $1.07M | Buy |
11,194
+7
| +0.1% | +$656 | 0.03% | 124 |
|
|
2022
Q4 | $1.1M | Buy |
11,187
+423
| +4% | +$38.5K | 0.03% | 128 |
|
|
2022
Q3 | $923K | Hold |
10,764
| – | – | 0.07% | 127 |
|
|
2022
Q2 | $1.02M | Hold |
10,764
| – | – | 0.07% | 123 |
|
|
2022
Q1 | $1.02M | Buy |
10,764
+200
| +2% | +$17.3K | 0.07% | 132 |
|
|
2021
Q4 | $901K | Hold |
10,564
| – | – | 0.06% | 139 |
|
|
2021
Q3 | $767K | Hold |
10,564
| – | – | 0.06% | 143 |
|
|
2021
Q2 | $758K | Hold |
10,564
| – | – | 0.06% | 145 |
|
|
2021
Q1 | $790K | Buy |
10,564
+2,650
| +33% | +$186K | 0.06% | 138 |
|
|
2020
Q4 | $572K | Sell |
7,914
-7
| -0.1% | -$544 | 0.05% | 153 |
|
|
2020
Q3 | $616K | Buy |
7,921
+7
| +0.1% | +$517 | 0.06% | 137 |
|
|
2020
Q2 | $569K | Hold |
7,914
| – | – | 0.07% | 138 |
|
|
2020
Q1 | $617K | Hold |
7,914
| – | – | 0.09% | 123 |
|
|
2019
Q4 | $716K | Hold |
7,914
| – | – | 0.07% | 140 |
|
|
2019
Q3 | $748K | Hold |
7,914
| – | – | 0.08% | 139 |
|
|
2019
Q2 | $694K | Hold |
7,914
| – | – | 0.07% | 144 |
|
|
2019
Q1 | $671K | Sell |
7,914
-114
| -1% | -$9.11K | 0.08% | 142 |
|
|
2018
Q4 | $614K | Sell |
8,028
-439
| -5% | -$34.3K | 0.08% | 138 |
|
|
2018
Q3 | $645K | Buy |
8,467
+5,213
| +160% | +$411K | 0.07% | 131 |
|
|
2018
Q2 | $254K | Sell |
3,254
-30
| -0.9% | -$2.29K | 0.03% | 211 |
|
|
2018
Q1 | $256K | Sell |
3,284
-236
| -7% | -$18.3K | 0.03% | 172 |
|
|
2017
Q4 | $299K | Sell |
3,520
-70
| -2% | -$6.01K | 0.03% | 194 |
|
|
2017
Q3 | $290K | Sell |
3,590
-50
| -1% | -$4.14K | 0.03% | 195 |
|
|
2017
Q2 | $294K | Buy |
3,640
+490
| +16% | +$39.6K | 0.04% | 161 |
|
|
2017
Q1 | $245K | Buy |
3,150
+114
| +4% | +$8.57K | 0.03% | 168 |
|
|
2016
Q4 | $224K | Buy |
+3,036
| New | +$219K | 0.2% | 46 |
|
Other funds holding ED
VCM
VPM
DAM